JDS Uniphase (JDSU)

[riverhigh22]

Avanex buys Vitesse FO business to strengthen their modules/subsystem making abilities. JDS recently bought Altamar Fibre Optics from Ditech for the same reason. Hopefully this type of consolidation in the industry will pay off in the eventual telecom recovery. Not only will there be less competition but it will make it very dificult for new comers to get into the game. All three remaining manafactures of size (jds, Avanex, Bookham) have moved up the food chain by making their own modules/subsytems. Easier to make individual FO components than to make a series of components and then create the modules/ subsystem. Any comments?